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Portfolio Management: The Investment Decision Process

Who

Change Frequency

Decide on Strategic Asset Allocation


(Benchmark)

Investment
Committee

Longterm, doesn't
change for several
years

Decide on Tactical Asset Allocation

Investment
Committee

Several times
per year

Strategy Team
PM

Frequently, up to
once a week

Stock-Picking

By Marc Lussy, Senior Manager @ objtec GmbH.

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